Analysts Question Whether Lululemon Cut its Guidance Enough -- Market Talk

Dow Jones

Jun 05

After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. "The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines," they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

June 05, 2026 11:40 ET (15:40 GMT)

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Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. 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Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 05, 2026 11:40 ET (15:40 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2641014923","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2641014923","pubTimestamp":1780674000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4202":"服装、服饰与奢侈品","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4504":"桥水持仓","LULG":"2倍做多LULU ETF-Leverage Shares","LULU":"lululemon athletica","BK4588":"碎股"},"translate_title":"分析师质疑Lululemon下调指引是否足够——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LULG":0.6,"LULU":1.96},"content_text":"After Lululemon Athletica trimmed its guidance for the year, Deutsche Bank analysts say the key question now is whether the company lowered the bar enough ahead of any potential product or strategy changes that incoming CEO Heidi O'Neill will make when she takes the reins in September. Additionally, while the company appears to be factoring in a slight improvement in underlying trends into the second half of the year, and cited a potential boost from initiatives already in place, the analysts say they are having trouble getting comfortable with compounding quarters of markdowns ahead of plans for an influx of new product. \"The lack of visibility into LULU's go-forward earnings power keeps us cautious and on the sidelines,\" they say, cutting their price target on the stock to $127 from $171. Shares fall 9%. (kelly.cloonan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 05, 2026 11:40 ET (15:40 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}